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Massachusetts, USA Office Head Office

One State Street Suite 350




Jane M Stabile
[email protected]

IMP Implementation Services

Experts in implementation of order management (OMS) and investment management (IMS) including portfolio management, trading, compliance, middle and back office. Specialize in CRD, Longview, MacGregor and Latent Zero.

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IMP EMS Implementation

Expertise in managing EMS implementations and integrating those systems with market-leading OMS/IMS, including Charles River (CRD), Longview, MacGregor and Latent Zero.

IMP Data Management Services

Experts on analyzing and sourcing data for compliance systems and OMS/IMS. Expertise on sourcing, mapping and reconciling data from accounting systems to OMS and compliance systems.

IMP Compliance Implementation Services

Experts in implementing compliance systems, including guideline interpretation, rule writing and testing. Experts in data for 1940 act tests, including 2a7. Experienced with Charles River (CRIMS), Sentinel, Longview’s LDC, Bloomberg and BlackRock.